On Friday, February 24 at 11:00 A.M., The Capitol Forum’s Teddy Downey, Daniel Sherwood, and Sharon Kelly will discuss the most pertinent issues impacting energy markets and policy this week. Key questions we’ll be looking to answer include:
Coterra Energy reported 4Q results on the heels of our reporting, which used Upstream to accurately predict lower output from its Marcellus footprint before earnings were issued. Supplemented by Upstream, what do the company’s results show us about its Lower Marcellus vs. its Upper Marcellus locations and the role they play in Coterra’s prospects
Exxon and Shell’s JV Infineum terminated its deal to buy Entegris’ specialty chemicals unit that principally manufactures Drag Reducing Agents. The parties had yet to receive HSR Act clearance. What sticks out to us about this deal that could have caught the FTC’s attention?
Mountain Valley Pipeline’s largest shipper, EQT, updated its modeling last week to reflect the pipeline wouldn’t be finished until the second half of 2024 where, this week, Mountain Valley Pipeline’s operator, Equitrans, didn’t move back its date – stating that they still think they could complete the project this year. As we’ve been saying since December 2022, we see the project being moved back into 2024 as well. Where does Equitrans appear to be overly optimistic in its timeline?
With natural gas prices staying low how are gas-focused operators tweaking their plans to accommodate the new pricing environment?
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